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ByAllAccounts’ Survey Reveals Why Investors Hire, Fire Financial Advisors

Co-sponsored by Paladin Registry, Survey Illuminates Challenges, Opportunities for Financial ProfessionalsBOSTON – February 1, 2012 – More than 60 percent of affluent investors are considering firing their financial advisor within the next twelve months. This startling statistic is among those found in the “Why Investors Hire and Fire Financial Advisors” survey conducted by ByAllAccounts, Inc. , the financial advisor’s choice for account aggregation , in conjunction with the Paladin Registry of

ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space

Webinar to Feature Scott McKain, Ultimate Client Experience(R) ExpertBOSTON - November 8, 2011 - ByAllAccounts, Inc. , the financial advisors’ choice for account aggregation , is holding a webinar with best-selling author and client experience expert Scott McKain on Tuesday, November 15, 2011. McKain will present best practices on the critical skills financial advisors need to differentiate themselves and stand out from the competition. McKain developed one of the first online comprehensive client

ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space

Webinar to Feature Scott McKain, Ultimate Client Experience(R) ExpertBOSTON - November 8, 2011 - ByAllAccounts, Inc. , the financial advisors’ choice for account aggregation , is holding a webinar with best-selling author and client experience expert Scott McKain on Tuesday, November 15, 2011. McKain will present best practices on the critical skills financial advisors need to differentiate themselves and stand out from the competition. McKain developed one of the first online comprehensive client

ByAllAccounts Survey Finds Financial Advisors Rate Their Marketing Effectiveness Low

BOSTON -- Oct. 11, 2011 - ByAllAccounts, Inc. , the financial advisor’s choice for account aggregation , today released results from a nationwide survey of over 215 financial advisors indicating that while advisors place high importance on marketing, the vast majority is not focusing their efforts on the most efficient marketing tactics. More than 42 percent of advisors still rely on word of mouth and referrals for new business, while only 12 percent of respondents have a dedicated marketing team or

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